Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WPW
2026
Waldron Private Wealth
Pennsylvania
$513M +$52.1M +11% 5.87% 58.9% 202
SPC
2027
Salient Private Client
Texas
$513M -$81.5M -14% 6.79% – 125
SIC
2028
Starr International Company
Switzerland
$513M -$444M -46% 1.11% 26.1% 24
BCMO
2029
Buckingham Capital Management (Ohio)
Ohio
$512M +$19.2M +4% 5% 26.3% 142
SCM
2030
Schneider Capital Management
Pennsylvania
$512M +$2.44M +0.5% 3.01% 52.5% 56
CCA
2031
Clearwater Capital Advisors
Illinois
$511M +$24.7M +5% 3.85% 32.9% 197
HWA
2032
Heritage Wealth Advisors
Virginia
$511M +$243M +91% 5.99% 47% 407
PGCM
2033
Prescott Group Capital Management
Oklahoma
$510M -$22M -4% 0.07% 114% 246
FG
2034
Fiduciary Group
Georgia
$510M +$37.2M +8% 6.59% 57.5% 180
CB
2035
Community Bank
New York
$509M -$26.3M -5% 6.31% 50.4% 543
BFIM
2036
Beese Fulmer Investment Management
Ohio
$509M +$32.2M +7% 7.15% 79.7% 201
GC
2037
Globeflex Capital
California
$509M +$18.7M +4% 6.04% 110% 477
SFG
2038
Sage Financial Group
Pennsylvania
$508M +$42.4M +9% 5.57% 51.5% 60
FMT
2039
First Mercantile Trust
Tennessee
$508M +$7.74M +2% 7.71% 51.3% 984
NA
2040
NextCapital Advisers
Illinois
$508M +$198M +64% 2.81% 6.89% 24
SC
2041
Spinnaker Capital
Massachusetts
$508M +$139M +38% 60.4% 12.4% 3
BO
2042
BRR OpCo
Ohio
$507M +$146M +41% 6.41% 23.6% 119
PAS
2043
Professional Advisory Services
Florida
$507M +$22.5M +5% 5.5% 45.3% 68
DSI
2044
Daiwa SB Investments
Japan
$506M +$95.9M +23% 6.63% 60.6% 270
YCM
2045
Yakira Capital Management
Connecticut
$506M +$112M +29% 3.87% 67.1% 158
AA
2046
Ancient Art
Texas
$505M -$26.8M -5% 2.59% 111% 13
IC
2047
Intel Corp
California
$505M +$79.8M +19% 25.9% 166% 10
SI
2048
Salesforce Inc
California
$505M +$52.6M +12% 1.67% 55.4% 5
ECM
2049
Everence Capital Management
Indiana
$504M +$30.5M +6% 8.47% 82.7% 459
NIA
2050
Northstar Investment Advisors
Colorado
$503M +$25M +5% 6.66% 85.7% 118
80 81
82
83 84